CoreCap Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

CoreCap Advisors’s Portfolio NVG Stock Details NVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Buy	141,530 +5,761	+4%	+$72.5K	0.05%	266
2026 Q1	$1.67M	Buy	135,769 +243	+0.2%	+$3.12K	0.06%	257
2025 Q4	$1.72M	Buy	135,526 +1,668	+1%	+$20.9K	0.06%	272
2025 Q3	$1.65M	Sell	133,858 -15,287	-10%	-$182K	0.06%	266
2025 Q2	$1.78M	Buy	149,145 +394	+0.3%	+$4.67K	0.07%	233
2025 Q1	$1.84M	Buy	148,751 +25	+0%	+$313	0.08%	220
2024 Q4	$1.82M	Buy	148,726 +17,457	+13%	+$225K	0.08%	226
2024 Q3	$1.76M	Buy	131,269 +2,463	+2%	+$31.6K	0.08%	237
2024 Q2	$1.6M	Sell	128,806 -8,583	-6%	-$102K	0.17%	121
2024 Q1	$1.67M	Sell	137,389 -13,216	-9%	-$157K	0.09%	219
2023 Q4	$1.78M	Buy	150,605 +541	+0.4%	+$5.88K	0.11%	177
2023 Q3	$1.55M	Sell	150,064 -6,506	-4%	-$73.3K	0.11%	177
2023 Q2	$1.83M	Buy	+156,570	New	+$1.82M	0.13%	158
2022 Q4	$2.34M	Buy	192,913 +18,887	+11%	+$222K	0.17%	105
2022 Q3	$2.03M	Buy	174,026 +13,671	+9%	+$186K	0.17%	111
2022 Q2	$2.1M	Sell	160,355 -6,905	-4%	-$93.5K	0.16%	103
2022 Q1	$2.47M	Buy	167,260 +20,042	+14%	+$315K	0.17%	101
2021 Q4	$2.64M	Buy	+147,218	New	+$2.57M	0.18%	106

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

CoreCap Advisors's NVG Position: Q2 2026 in Review

CoreCap Advisors increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 4.2% in Q2 2026, buying an estimated $72.5K and bringing the position to 141,530 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #266.

CoreCap Advisors first reported a position in NVG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.64M in Q4 2021. 259 funds tracked by Wall St. Rank hold NVG as of Q2 2026.

CoreCap Advisors held 141,530 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $1.81M as of Q2 2026.
CoreCap Advisors bought 5,761 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2026, an estimated $72.5K.
Nuveen AMT-Free Municipal Credit Income Fund made up 0.05% of CoreCap Advisors's portfolio in Q2 2026, its #266 holding.
CoreCap Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2021 and has held it in 18 quarters since.
CoreCap Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2.64M in Q4 2021.
259 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.